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Portfolio (Quarterly) Guide ↗

Modern Wealth Management, LLC

· CIK 0002001900
13F Portfolio $5.8B AUM 2,570 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 119 New 361 Added 313 Reduced 84 Exited
Page 9 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XLF SELECT SECTOR SPDR TR 20,538.0 $1.0M 0.02% -22K -52.2% $49.44 +3.4%
162 O REALTY INCOME CORP Real Estate 16,203.0 $1.0M 0.02% -4K -18.3% $61.88 -0.3%
163 VIV TELEFONICA BRASIL SA Communication Services 61,536.0 $996K 0.02% -2K -2.4% $16.18 -12.9%
164 ACWI ISHARES TR 7,042.0 $984K 0.02% -866.0 -10.9% $139.68 +9.6%
165 VTES VANGUARD WELLINGTON FD 9,366.0 $947K 0.02% -8K -46.4% $101.08 -0.4%
166 PAGP PLAINS GP HLDGS L P Energy 38,649.0 $917K 0.02% -769.0 -1.9% $23.72 +4.8%
167 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 28,323.0 $890K 0.01% -2K -6.6% $31.43 +9.3%
168 SLV ISHARES SILVER TR Financial Services 13,028.0 $888K 0.01% -2K -11.8% $68.14 -1.8%
169 MGK VANGUARD WORLD FD 2,376.0 $883K 0.01% -641.0 -21.2% $371.69 -76.5%
170 LOW LOWES COS INC Consumer Cyclical 3,710.0 $875K 0.01% -1K -24.6% $235.97 -7.6%
171 DGRO ISHARES TR 12,430.0 $873K 0.01% -2K -12.8% $70.20 +4.8%
172 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 168,548.0 $868K 0.01% -13K -7.2% $5.15 -1.0%
173 BNL BROADSTONE NET LEASE INC Real Estate 46,826.0 $866K 0.01% -2K -4.2% $18.50 +9.6%
174 IWR ISHARES TR 8,804.0 $862K 0.01% -269.0 -3.0% $97.91 +5.3%
175 QLD PROSHARES TR 12,934.0 $808K 0.01% -982.0 -7.1% $62.49 +42.6%
176 VNLA JANUS DETROIT STR TR 16,537.0 $808K 0.01% -7K -28.5% $48.85 +0.2%
177 VGT VANGUARD WORLD FD 1,128.0 $797K 0.01% -211.0 -15.8% $706.57 -84.2%
178 GLOF ISHARES TR 15,010.0 $791K 0.01% -2K -11.8% $52.72 +9.2%
179 SDVY FIRST TR EXCHANGE TRADED FD 19,868.0 $790K 0.01% -3K -14.1% $39.75 +2.2%
180 NULV NUSHARES ETF TR 17,054.0 $782K 0.01% -4K -18.8% $45.85 +8.5%
Page 9 of 16  ·  313 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Financial Services 28.0%
Communication Services 7.4%
Industrials 7.1%
Consumer Cyclical 5.8%
Healthcare 5.7%
Consumer Defensive 5.2%
Energy 4.9%
Utilities 3.8%
Real Estate 1.8%